See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,659 | $45,863+145.6% | $77,024+46.3% | $68,494+64.5% |
| Participation rate | 93.5% | 55.9%+37.6pp | 67.9%+25.6pp | 67.9%+25.6pp |
| Annual return | -16.88% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,320 | $1,650+40.7% | $2,812-17.5% | $2,596-10.6% |
| Participant deferral / active EE | $4,965 | $2,962+67.6% | $4,426+12.2% | $4,027+23.3% |
| Admin fee / account holder | $3,722 | $3,041+22.4% | $5,425-31.4% | $5,403-31.1% |